My wife, Meghann, and I came to Columbia in 2008. Since then, we've grown to a family of five. Our children, Avery, Wesley and Bowen, keep us busy riding bicycles, playing catch and enjoying the outdoors.

I've been helping families with their finances for over a decade, and one thing I've noticed is that most people have a "retirement bucket list." Alongside my business partner, Rebekah, my passion is to help families turn those lists into realities.

Growing up, I was fortunate enough to take road trips with my grandparents. In some of my clearest memories my nose is buried in the fold out roadmaps that Popsy and Grammy kept in their glove box. Playing navigator for them taught me how important it is to know where you are, where you're hoping to end up and the best path to take to reach your destination.

Rebekah and I take the same approach I learned from Grammy and Popsy. That's why prior to discussing specific investments, I take the time to ask questions about what's most important to you, what steps you've taken so far and what challenges you see going forward.

Finances are not the most important thing in life. In my family and friends, I have found treasure more valuable than gold. However, having the ability to retire and pursue your bucket list without the fear of running out of money requires some level of financial resources. Our established process allows me to partner with you to create a financial roadmap to help add clarity, minimize frustrations and alleviate financial concerns.

If you feel it would be beneficial to sit down and have a conversation focused on preparing for what's most important to you, contact our office. I will talk about your goals and objectives, our service model and whether it would make sense to partner together. If either of us feel like it would not be a good fit, I promise to provide the name of another financial advisor who can help.

I look forward to meeting you.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Special Needs Financial Considerations
  • Wealth Strategies
  • Retirement Savings Strategies

My Personal Interests

  • Spending Time with Family
  • Fishing
  • Volunteering

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

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